Overview
Assets Under Management: $121 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 169
Discretionary Accounts: 144
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 111635
Last Filing Date: 2024-02-22 00:00:00
Website: https://jmarknickell.com